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  1. Item not reflecting on dashboard total

    We use a refundable a "shortage prepayment" which acts as a deposit towards any possible damages. If we don't have damages, it's fully refunded. The problem is it's included in our dashboard total, but it's not really a "sale".
    There's currently no way we can exempt an item from reflecting on the total sales for each month. I would like the option of exempting a stock item from showing in the total sales for each month.

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      0 comments  ·  Dashboard  ·  Admin →
    • Linxup Vehicle GPS Integration

      An integration with Linxup GPS vehicle trackers to give us the ability to see vehicle location history from within Current-RMS would be wonderful!

      3 votes
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      • Make Order total price more obvious

        On Opportunities and Invoices screen the wording is a bit misleading.

        You have Charge Total, Tax Total and Total with Tax. All the same size and emphasis.

        Most other systems including Xero use SUBTOTAL for the pretax amount, and make the TOTAL larger and bolder. See photo attached.

        Calling the subtotal total is a bit misleading and it has caught myself and other people out a few times. I think it would be a lot better to just rejig the CSS for the opportunity and invoice screens to only use the word Total for the true total and add some…

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        • Setup for ongoing rentals.

          We have gear that goes out on tour, seasonal rental or for other industries (i.e. radios for security, construction sites etc). There is not easy way and I'm not sure why, I can't create an ongoing monthly order that I can easily generate an invoice for. The gear stays checked out and I just pop it open and generate this months invoice. Seems like a very basic functionality that is missing from the software.

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          • 1 vote
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            • Allow 'cash customer' to be set to Yes by default.

              It would be useful to be able to set a default value on this field so that new customers are treated as cash or payment in advance until such time as a credit account has been setup.

              4 votes
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              • Easy document layout modification

                It would be great to have an interface to modify the layout of documents, not just coding. I'd love to be able to see the modification LIVE to the document. Right now you have to change a line, go check if it good, then correct it. I'm talking about a split screen mode where the code is on the left side and the result is on the right side. You know like those HTML program there was before.

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                • Resourse

                  Add Resouce to filters so you are able to see who is allocated to which job. To manage who is delivering and collection from which event.

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                  • Sign Out Sheet

                    We have always, as a courtesy, given our clients a "sign out sheet" for them to manage their process of checking out and checking in certain items, say radios. All thats needed is a few more fields to the same layout as the something like the packing or delivery lists (Item, Asset Number, Name, Check Out, Check In). It gives them one less item to prepare/manage and can easily be done based on existing documents.

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                    • Opportunities to show delivery instructions

                      This would be an ease of life change, so that we can see the delivery instructions at a glance instead of having to click through some options.

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                      • Stock availability- separate function between rental and sale type products

                        Thanks for the opportunity to comment here. I'm probably not the only business that does not stock what it sells, especially in this business where there are so many different makes and models for so many different applications. Whereas I rent equipment and do production as well as installation work, I don't necessarily have every product on a shelf for an install. This begs the question whether or not Current RMS plans to have separate "enforce stock availability" functions for "rental" as well as "sale"? ..separate and independent.
                        Would you consider my request for such an option on your system?…

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                        • I would like crew dates to follow charging dates for the job.

                          Id like to see the crew dates follow the charging dates. Its a simple thing but so annoying going in and changing all the dates for the crew.

                          Whe we copy a job we have to go in and change every member of crews dates. A bit of a pain when there are 30 crew on a job.

                          4 votes
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                          • Invisi-Tag

                            Using A RFID system to track inventory and prep a rental without having to select them all individually. Anything in this area yet?

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                            • The ability to add services as part of a package or kit

                              We often have packages that include crew and transport. For example when we setup a stage or sound system package, I would like to be able to add crew or transport as part of the package price.

                              2 votes
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                              • Toggle Sales Tax Computation

                                As part of creating a Sales Tax rule, it would be great to be able to make a rule either sales tax inclusive, or exclusive. Currently, this is a global setting, but depending on the circumstances, we need to switch back and forth between the two. Making that a part of a tax rule would clean that process up.

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                                • Assign a cost to bookable resources.

                                  Bookable resources can be allocated to a booked service. In many cases these resources cost the company money, whether it be labor or fuel.

                                  I would like for the bookable resources to have a cost associated with them so that way when I allocate them it can count against the job as an opportunity cost. Say I have 2 techs, tech A costs me $20/hr and tech B costs me $30/hr. If I was to allocate tech A in the services view, I would like his $20/hr to be deducted as a cost to the opportunity or project.

                                  When it…

                                  12 votes
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                                  • Have a recent tab in the dashboard that shows the most recent worked on drafts/quotes/orders

                                    It would then display that most recent job drafts/quotes/orders that have been worked on and provide a quick way to navigate to them.

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                                      0 comments  ·  Dashboard  ·  Admin →
                                    • Over the counter hire and sales

                                      We also have a section of our company where we have a store that hires and sells items to the public. At the moment we are using the basket to put these orders through but the whole process of creating the order, then the invoice, then posting the invoice to quickbooks and then having to log the payment in quickbooks while the customer is at the counter is taking a lot of time. Is there a quicker way that we can put a order and payment through from the basket in current that will auto send the invoice and payment…

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                                      • Choose how to sort products in the show picker

                                        Have the option to choose the default sort order of products in the show picker.
                                        eg. so that cables could be displayed in length order rather than alphabeticaly

                                        3 votes
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                                        • Restrict User Access to particular Stores

                                          Hi - we're using multiple stores and want to be able to restrict who has access to view what products are in some of the stores i.e. we want one end user to be able to see what is kept in one store but not what is kept in another.

                                          10 votes
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                                            1 comment  ·  General  ·  Admin →
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